Set Up Integration with Zapier

To be able to use integration of Lanteria HR with Zapier, you must configure this integration both in Lanteria HR and in your Zapier account.

To set up integration with Zapier on the Lanteria HR side:

  1. Go to Settings > Settings and Configurations > Integrations > Zapier Integration.
  2. Configure the fields as described below:
    • Zapier API Key – Specifies the unique API key that will be used to authenticate your Lanteria HR in your Zapier account. Select the Generate New API Key button to generate a new key or use the default one, and then copy this key – you will need it when you will be adding a connection of the Lanteria HR app to this Lanteria HR in your Zapier account.
    • Self-Service Site URL – Specifies the URL of the Self-Service site that will be used to authenticate Lanteria HR on the Zapier side. Fill in this field with the URL of a Self-Service site that you're going to use for this integration, and then copy this URL – you will need it when you will be adding a connection of the Lanteria HR app to this Lanteria HR in your Zapier account.
    • Create Job Role if Not Found – Specifies whether a new job role will be created if, during a workflow (zap), the Process Employee action needs to create or update an employee, and this employee doesn't have a job role.
    • Create Org Unit of Not Found – Specifies whether a new organizational unit will be created if, during a workflow (zap), the Process Employee action needs to create or update an employee, and the organizational unit is not specified.
    • Create Employment History on Employee Creation – Specifies whether employment history will be created if, during a workflow (zap), the Process Employee action needs to create a new employee.
  3. In the Employee Zapier Action section, click Configure next to Mapping Fields to set up which fields of the Employee enitity will be available for selection when you are configuring an action step for the Lanteria HR app in a workflow (zap), and select the Process Employee action event (this action event creates a new employee or updates the existing one). This mapping defines which fields will be required to perform the process of creating or updating an employee. You need to select a key field; some fields are mandatory and are always required, and some fields are optional. After you've completed configuring the field mapping, select the Apply Changes button.
  4. In the Employee Salary Details Zapier Action section, click Configure next to Mapping Fields to set up which fields of the Employee Salary Details entity will be available for selection when you are configuring an action step for the Lanteria HR app in a workflow (zap), and select the Process Employee Salary Details action event (this action event updated the salary details of an employee). This mapping defines which fields will be required to perform the process of updating the salary details of an employee. You need to select a key field; some fields are mandatory and are always required, and some fields are optional. After you've completed configuring the field mapping, select the Apply Changes button.